Stronger together Together we are striving to
Description: Stronger together Together we are striving to build public trust in financial services and elevate the importance and value of financial wellbeing through regulated personal finance and investment advice. We achieve this through our
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slide1. Stronger together Together we are striving to build public trust in financial services and elevate the importance and value of financial wellbeing through regulated personal finance and investment advice.
We achieve this through our voluntary adoption of eight core principles. Being an Associate Firm means we are publicly aligned with the Personal Finance Society, the professional body for the financial planning sector. Discover more at: thepfs.org/associatefirm<br>
slide2. Act in the best interests of clients, using a customer charter to aid transparency
Demonstrate integrity, probity and fairness by aligning with the code of professional ethics and conduct
Comply with the spirit as well as rules of regulation
Comply with the spirit as well as the rules of employment law
Invest in your people by funding a policy of ongoing training & professional development
Operate a clear diversity & inclusion policy, for both your staff and clients
Operate a policy of corporate social responsibility
Adhere to transparent governance standards and processes. The eight core principles of being an Associate Firm Discover more at: thepfs.org/associatefirm<br>
We achieve this through our voluntary adoption of eight core principles. Being an Associate Firm means we are publicly aligned with the Personal Finance Society, the professional body for the financial planning sector. Discover more at: thepfs.org/associatefirm<br>
slide2. Act in the best interests of clients, using a customer charter to aid transparency
Demonstrate integrity, probity and fairness by aligning with the code of professional ethics and conduct
Comply with the spirit as well as rules of regulation
Comply with the spirit as well as the rules of employment law
Invest in your people by funding a policy of ongoing training & professional development
Operate a clear diversity & inclusion policy, for both your staff and clients
Operate a policy of corporate social responsibility
Adhere to transparent governance standards and processes. The eight core principles of being an Associate Firm Discover more at: thepfs.org/associatefirm<br>